WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 57 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,412,609 | +2.3% | 195,967 | -1.7% | 3.85% | +12.4% |
| Q2 2023 | $5,288,937 | +40.9% | 199,432 | +38.5% | 3.43% | +28.7% |
| Q1 2023 | $3,753,480 | +5.8% | 143,977 | +5.7% | 2.66% | -8.9% |
| Q4 2022 | $3,548,974 | -16.2% | 136,237 | -4.2% | 2.92% | -25.7% |
| Q3 2022 | $4,233,000 | -4.4% | 142,137 | -10.4% | 3.93% | +5.9% |
| Q2 2022 | $4,428,000 | -4.7% | 158,665 | -9.6% | 3.72% | +19.2% |
| Q1 2022 | $4,644,000 | +1.6% | 175,435 | +0.1% | 3.12% | -1.3% |
| Q4 2021 | $4,569,000 | +10.1% | 175,330 | +9.7% | 3.16% | +4.4% |
| Q3 2021 | $4,149,000 | +8.4% | 159,825 | +6.2% | 3.02% | +7.5% |
| Q2 2021 | $3,826,000 | +2.0% | 150,485 | +3.3% | 2.81% | -6.8% |
| Q1 2021 | $3,750,000 | +6.8% | 145,690 | +3.9% | 3.02% | -0.8% |
| Q4 2020 | $3,510,000 | +0.5% | 140,190 | +7.0% | 3.04% | -13.1% |
| Q3 2020 | $3,492,000 | +1.7% | 131,070 | +5.3% | 3.50% | -35.5% |
| Q2 2020 | $3,434,000 | +3.1% | 124,480 | +5.6% | 5.43% | -23.7% |
| Q1 2020 | $3,332,000 | +7.8% | 117,870 | +1.7% | 7.12% | +45.4% |
| Q4 2019 | $3,092,000 | – | 115,955 | – | 4.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 216,017 | $5,631,563 | 4.76% |
| McElhenny Sheffield Capital Management, LLC | 315,500 | $8,225,094 | 4.33% |
| GenWealth Group, Inc. | 456,242 | $11,894,229 | 3.64% |
| Summit Place Financial Advisors, LLC | 143,977 | $3,753,480 | 2.66% |
| Beaumont Capital Management, LLC | 97,133 | $2,532,257 | 1.76% |
| Worth Asset Management, LLC | 85,743 | $2,235,320 | 1.70% |
| DRAVO BAY LLC | 56,323 | $1,468,341 | 1.10% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 417,307 | $10,879,184 | 0.80% |
| L.M. KOHN & COMPANY | 58,139 | $1,515,684 | 0.63% |
| PFG Advisors | 215,924 | $5,629,139 | 0.47% |